Your Source for Venture Capital and Private Equity Financings

VC-funded Company:

Wealth Access
112 30th Ave. North
Nashville, TN 37203
Phone: 615-810-8347
www.wealthaccess.com

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals.

Key Contact
Name
David Benskin
Title
CEO
E-Mail
Funding Events

Date
Amount
Type
Investors
Valuation
08/14/14 undisclosed Cultivation Capital
undisclosed